Brian Walker is a registered investment advisor at LPL Financial LLC, based in Williamston, MI, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates CG Financial Services as a DBA for his LPL business and as a registered investment advisor. He also provides administrative support to Capital Asset Advisory Services, another independent investment advisor firm, and CG Advisory Services. These activities take nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.